Global sustainable equity news and opportunities (Part II)

A transformational decade for digitalisation, electrification and decarbonization

The recent IEA report ‘Net Zero by 2050’ highlighted that electrification and increasing energy efficiency are central to decarbonisation efforts. In a sustainable future, electricity will power activities across the board, from industrial manufacturing to personal transportation, and there are a diverse set of investment opportunities associated with electrification in every economic sector. The scale and pace of required investment is staggering. Combined with the recent political commitments at the G7 meeting, this reinforces our conviction that we are standing at the beginning of a transformational decade; a decade where we make a decisive break from a fossil-analogue global economic system to an electric digital system.

Earnings results for the first quarter of this year provided evidence that the digitalisation trend is showing no signs of slowing down as we recover from the global pandemic. Digital behaviour is becoming entrenched and we see the technology sector playing a key role in transforming our societies and our relationship with the environment for the better. Digital tools and services helped our societies and economies to carry on throughout the pandemic. They have a key role to play in helping us to break the link between our economic activity and our impact on natural capital.  We also note that the IT sector is leading the charge in terms of environmental impact and decarbonisation by making huge strides in energy efficiency and direct procurement of renewable energy. 

The above information is provided by Janus Henderson Investors

ZA One: Sustainable development has become a global investment theme. If you are interested in this theme, please check out Janus Henderson Balanced Fund, Janus Henderson Flexible Income Fund and other funds with this theme on ZA One App.

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